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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.2 years Service code 14 · EIN 47-4474775 | Plan Administrator | $5,564 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,937 | $102,429-59.1% | $147,096-71.5% | $80,925-48.2% |
| Participation rate | 93.3% | 75.9%+17.5pp | 82.2%+11.2pp | 67.7%+25.7pp |
| Annual return | 15.48% | 135.02%-119.5pp | 419.75%-404.3pp | 35.65%-20.2pp |
| Employer contribution / active EE | $6,232 | $3,716+67.7% | $4,936+26.3% | $2,756+126.1% |
| Participant deferral / active EE | $9,687 | $6,649+45.7% | $8,071+20.0% | $4,299+125.3% |
| Admin fee / account holder | $51 | $7,957-99.4% | $13,005-99.6% | $6,940-99.3% |